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A deal is a commercial opportunity with a client: a search mandate you are pitching for, a new hiring partnership, or more work from an existing account. Open Deals in the sidebar, under Sales, to see every deal on a board by stage.
  1. Create a sales pipeline. Start from a template and adjust its stages, win probability, and inactivity alerts.
  2. Add deals. Create a deal for a client account, or create deals for many client contacts at once.
  3. Add the people. Add the stakeholders on the client side and give each one a role.
  4. Work the deal. Log notes, schedule tasks and client meetings, and drag the deal through the stages.
  5. Keep it moving. Watch for deals that have had no activity for too long.
  6. Record the outcome. Mark the deal won or lost, with a reason when it’s lost.
  7. Hand it over. Link the won deal to an existing job, or create the job, so recruiting starts from the agreed terms.
  8. Measure. Follow the forecast on the board, and use the business development reports to see what your pipeline produces.

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Sales pipelines

Each deal belongs to a sales pipeline. Choose Create pipeline in the Deals header and start from a template: Every pipeline ends with Won and Lost. In the pipeline editor you can rename, add, reorder, and remove stages, set a win probability for each stage, and set an inactivity alert: the number of days without recorded activity after which a deal in that stage is flagged. Use Edit pipeline to change an existing one. Switch between pipelines with the pipeline selector next to the page title.

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Browse your deals

  • Kanban shows one column per stage. Drag a deal to move it. Closed deals reopen only through Reopen Deal, so a stray drag can’t undo an outcome.
  • Table View lists deals with sorting and column controls.
  • Filters narrow deals by client account, owner, stage, tags, source, expected value, currency, closing date, and next task. Save the combinations you reuse as personal saved views.
  • Search finds deals by title.
Next to the page title, the estimate shows the open value weighted by each deal’s win probability, out of the full open value, and the won counter shows the deals you closed. Both follow the current pipeline, search, and filters. Choose the won counter to open the won deals. A card turns red when the deal has had no recorded activity for longer than its stage’s inactivity alert. Only real activity, such as a note, a task, or a stage move, resets the timer. Closed deals never go stale.

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Create deals

  • One deal. Choose New Deal in the Deals header, or Add to deal from a contact. Describe the opportunity, choose the client account and pipeline, and add the forecast: Expected value, Currency, Win probability, and Estimated close date. Add the people involved and any private notes.
  • Many deals at once. In the Client Contacts list in Contacts, select contacts and choose Add to deal in the action bar. Jobin prepares one deal per contact, with their account and a generated name, and you review the pipeline, stage, value, and close date before creating them. Use Add to existing deal to add the selected people to a deal you already have instead. In Accounts, select companies and choose Create deals to open one deal per account.

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The deal page

Open a deal from the board or the table. The deal opens in a sidebar, and its name opens the full page.
  • Overview. Stage, expected value, win probability, estimated close, primary owner, primary stakeholder, linked jobs, and last activity.
  • Stakeholders. The client-side people on the deal, each with a role: Hiring manager, Economic buyer, TA/HR, Procurement, Champion, Stakeholder, or Other.
  • Activity. Internal notes, tasks, and system events in one timeline, with filters for each. Add a note or a task from the composer. The deal’s next task shows as a countdown, even when it has no deadline.
  • Tags. Label deals and filter the board by tag.
  • Meetings. Client meetings you schedule can be associated with a deal, so AI preparation and meeting notes have the commercial context. See Meetings.
To change several deals at once, select them and use Bulk edit. For each field, choose to keep the current value, set a new value, or clear it, for example to move deals to a new stage or reassign owners.

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Outcomes and job handoff

Use Record Deal outcome on the deal:
  • Mark won closes the deal as won.
  • Mark lost asks for a loss reason: No response, Not interested, No hiring needs, Recruits in house, Committed to another agency, Fees not agreed, Lost to competitor, or Other. You can add details and name the competitor.
  • Record vacancy received logs that the client sent you a vacancy, even before the deal closes.
  • Reopen Deal reopens a closed deal.
Under Job handoff, choose Link existing Job for a job already assigned to the deal’s client account, or Create internal Job to open the role from the deal. Linked jobs show on the deal’s overview.

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Deals on contacts and accounts

  • A client contact’s profile has a Deals tab that lists every deal they take part in, with its pipeline, stage, and inactivity alert.
  • An account’s Goal tab lists its deals next to its jobs. See Accounts.
  • The Client Contacts list in Contacts can filter by whether a contact has deals, and by deal stage.

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Reporting

The Business development reports measure the pipeline: opportunity outcomes, win and loss rates, loss reasons, expected pipeline value, and a current snapshot of open opportunities. Won deals that become jobs carry on into the recruiting and revenue reports. See Reports.

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How-to guides

Quick, step-by-step answers for common tasks:

Accounts

The client companies your deals belong to.

Reports

Business development and revenue reporting.